Time to Rethink Your Advisor

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James J Puplava CFP

Just as technology has changed how we live, it has also changed when and how we retire. For example, an increasing number of people are choosing a robo-advisor over a human to help them plan for the future in terms of savings, where to invest, and the overall management of their portfolio. We discuss this process and why it may be time to rethink your advisor, whether human or robot.. For this week's case study, see PDF presentation.

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About James J Puplava CFP